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The
Pinnacle Group was formed in 1995 for the
purpose of bringing together some of the
top business and personal financial planners
from across the country to share their
individual expertise.
Carefully selected guests are invited to
speak before our premier national study group at our spring
and fall meetings. Every meeting is evaluated as to content
and benefit to the group and input is given to the host of the
next meeting. As a result, each member has benefited in personal
and professional development, with the ultimate benefit to the
community and clients they serve. Below are the dates of our
upcoming meetings:
February
2009
Baltimore, MD
August
2009
Philadelphia, PA
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"Everyone has talent.
What is rare is the courage
to follow the talent to where
it leads."
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Directory
of Our Members
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Mitch Arnold, CLU
Financial Services of
Central Florida, Inc.
801 International Pkwy,
5th Floor
Lake Mary, FL 32746
Phone: (407) 323-5404
Fax:(407) 323-7054
E-mail: Mitch.Arnold@lpl.com
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Larry Baker,
CLU, ChFC
Baker
Krizner Financial
Planning
2230 North Limestone
Springfield, OH 45503
Phone: (937) 390-8750
Fax: (937) 390-8755
E-mail: larry@bakerkrizner.com
Website: www.bakerkrizner.com |
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Gregg Beemer
Capital Analysts of The Midwest, Inc.
3131South Dixie Dr.,
Suite 102
Dayton, OH 45439
Phone: (937) 293-8808
Fax: (937) 293-5075
E-mail: gregg.beemer@mics.net |
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Russell
H. Bishop,
Jr.,
CLU, ChFC,
CFPR, CAPR
Harvest
Advisers, LLC
550 Pinetown Rd., Suite #224
Fort Washington, PA 19034-2607
Phone: (215) 628-9200
Fax: (215) 628-8404
E-mail: russb@harvestadvisers.com
Website: www.harvestadvisers.com |
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Loren Buser
Loren Buser Insurance
2004 College Street
Cedar Falls, IA 50613
Phone: (319) 268-0494
Fax: (319) 268-0495
E-mail: B30327@cfu-cybernet.net
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John S.
Clarke, CLU,
ChFC
Grayhill,
Ltd.
800 18th Street Suite 200
Denver, CO 80202-2528
Phone: (303) 296-8201
Fax: (303) 296-8230
E-mail: jclarke@grayhill.net |
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Larry C.
Clayton,
CLU, ChFC
CFH
Financial Services,
Inc.
5050 Poplar Ave., Suite 1204
Memphis, TN 38157
Phone: (901) 761-1490
Fax: (901) 761-1086
E-mail: lclayton@cfhfinancial.com
Website: www.cfhfinancial.com |
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Jim S.
Forbis,
CLU, ChFC,
CSA
CFH
Financial Services,
Inc.
5050 Poplar Ave., Suite 1204
Memphis, TN 38157
Phone: (901) 761-1490
Fax: (901) 761-1086
E-mail: jimforbis@cfhfinancial.com
Website: www.cfhfinancial.com |
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Grant Foster,
CLU, ChFC,
AEP
Foster Financial
507 West 18th Street
Austin, TX 78701
Phone: (512) 473-8682
Fax: (512) 473-2922
E-mail: gfoster@fosterfinancial.com
Website: www.fosterfinancial.com |
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Albert
E. Gibbons,
CLU, ChFC,
AEP
AEG
Financial Services
1288 Valley Forge Rd., #53
Phoenixville, PA 19460
Phone: (610) 917-8940
Fax: (610) 917-8962
E-mail: algibbons@algibbons.com
Website: www.algibbons.com |
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Dick Herrick,
CLU, ChFC
Savage
and Associates
P.O. Box 8526
Toledo, OH 43623
Phone: (419) 475-8665
Fax: (419) 725-7730
E-mail: dick.herrick@savageandassociates.com
Website: www.savageandassociates.com |
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Edwin W.
Thauer, Jr.,
CLU, ChFC,
LIC
Design
Underwriting Inc.
985 Parchment Drive
Grand Rapids, MI 49546
Phone: (616) 957-3380
Fax: (616) 957-0343
E-mail: ed.thauer@designunderwriting.com
Website: www.designunderwriting.com |
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James Laurent,
CLU, ChFC
Laurent
& Associates
4701 Baptist Road, #105
Pittsburgh, PA 15227
Phone: (412) 885-3400
Fax: (412) 885-3402
E-mail: jflep@cs.com |
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Wayne Minich,
CLU, ChFC
Applied
Financial Concepts,
Inc.
P.O. Box 472
Richfield, OH 44286-0472
Phone: (330) 659-2234
Fax: (330) 659-2151
E-mail: planning@appliedfin.com
Website: www.appliedfin.com |
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Donald
L. Moore,
CLU, ChFC
Chesapeake
Financial Strategies,
LLC
7505 Greenway Center Dr., #102
Greenbelt, MD 20770
Phone: (301) 474-8300
Fax: (301) 474-7755
E-mail: don.moore1@verizon.net |
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Mike Owens,
CLU, ChFC,
RFC
Strategic
Legacy Advisors
Inc.
875 South 48th Street
Lincoln, NE 68510
Phone: (402) 434-2442
Fax: (402) 434-2450
E-mail: maowens@alltel.net
Website: www.strategiclegacyadvisors.com |
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Guy Swain,
CLU, ChFC,
CFP
Lifetime Asset Management
7008 Harp's Mill Rd., #101
Raleigh, NC 27615
Phone: (919) 845-5315
Fax: (919) 845-5346
E-mail: guy@lifetimeasset.com |
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Timothy
M. Reis,
LUTCF
Reis
Financial Services,
LLC
2131 W. Washington Street
West Bend, WI 53095
Phone: (262) 338-0018
E-mail: tim@reisfinancial.net |
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Robert
A. Wright
Wright
& Company
25 Executive Drive, Suite E
P.O. Box 4819
Lafayette, IN 47903-4819
Phone: (765) 449-1775
Fax: (765) 447-4473
E-mail: wrightco@nlci.com
Website: www.thewrightapproach.com |
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